RICHARD S SHINEMAN FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: RICHARD S SHINEMAN FOUNDATION (EIN 46-1998245)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-07-02
IRS object ID: 202641839349100204
Schema version: 2025v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-02T05:35:44-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	394946450	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BOWERS ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 W WASHINGTON ST SUITE 500	AddressLine1Txt
City	SYRACUSE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13202	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461998245	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICHARD S SHINEMAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	RICH	BusinessNameControlTxt
Phone	3152166644	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	121 EAST 1ST STREET	AddressLine1Txt
City	OSWEGO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13126	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHENA TUCKER	PersonNm
Person Title	FOUNDATION DIRECTOR	PersonTitleTxt
Phone	3152166644	PhoneNum
Signature	2026-07-01	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD I FARLEY JR CPA	PreparerPersonNm
PTIN	P01083459	PTIN
Phone	3152341100	PhoneNum
Preparation	2026-07-01	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$43,073,651	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$100,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$871,827	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$837,503	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,493,667	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,223,609	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,493,667	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$261	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$2,465,755	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,331,170	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$102,960	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$102,960	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$43,612	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$43,612	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$64,396	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$64,396	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$3,739	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$3,739	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$22,275	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$22,275	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$141,668	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$138,358	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$3,310	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$120,840	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$15,052	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$12,011	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$4,121	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss	$2,756	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm	$0	OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl	$6,694	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$7,569	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$7,569	TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss	$1,073	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl	$1,073	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$78,400	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$73,450	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$593,409	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$153,410	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$341,089	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$922,778	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$922,778	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,516,187	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$153,410	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,263,867	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$949,568	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,177,760	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$75,199	CashBOYAmt
Cash EOY	$101,041	CashEOYAmt
Cash EOYFMV	$101,041	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$623,733	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$563,159	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$563,159	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$5,197,549	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$6,247,204	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$6,247,204	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$26,252,119	CorporateStockBOYAmt
Corporate Stock EOY	$28,182,317	CorporateStockEOYAmt
Corporate Stock EOYFMV	$28,182,317	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,273,048	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,370,537	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$3,370,537	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,382,984	OtherInvestmentsBOYAmt
Other Investments EOY	$3,181,185	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,181,185	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$1,432,987	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$17,171	LandBldgEquipAccumDeprecAmt
Land BOY	$812,327	LandBOYAmt
Land EOY	$1,415,816	LandEOYAmt
Land EOYFMV	$1,415,816	LandEOYFMVAmt
Other Assets BOY	$10,441	OtherAssetsBOYAmt
Other Assets EOY	$12,392	OtherAssetsEOYAmt
Other Assets EOYFMV	$12,392	OtherAssetsEOYFMVAmt
Total Assets BOY	$38,627,400	TotalAssetsBOYAmt
Total Assets EOY	$43,073,651	TotalAssetsEOYAmt
Total Assets EOYFMV	$43,073,651	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$7,495	AccountsPayableBOYAmt
Accounts Payable EOY	$6,761	AccountsPayableEOYAmt
Other Liabilities BOY	$152,801	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$187,200	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$160,296	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$193,961	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$38,467,104	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$42,879,690	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$38,467,104	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$42,879,690	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$38,627,400	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$43,073,651	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$38,467,104	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$949,568	ExcessRevenueOverExpensesAmt
Other Increases	$3,463,018	OtherIncreasesAmt
Subtotal	$42,879,690	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$42,879,690	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES L/T	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$3,223,609	GrossSalesPriceAmt
Cost Or Other Basis	$1,729,942	CostOrOtherBasisAmt
Gain Or Loss	$1,493,667	GainOrLossAmt
Gains Minus Excess Or Losses	$1,493,667	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,493,667	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$30,271	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$30,271	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$30,271	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$26,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$12,775	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$38,775	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$341	EsPenaltyAmt
Overpayment	$8,163	OverpaymentAmt
Applied To ES Tax	$8,163	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.SHINEMANFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	PAMELA CARACCIOLI	IndividualWithBooksNm
Phone	3152166644	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	121 EAST 1ST STREET	AddressLine1Txt
City	OSWEGO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13126	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAMELA CARACCIOLI
76 WEST SENECA STREET	OSWEGO	NY	13126	TREASURER	3.00	$0	$0	$0
MARGARET BARCLAY
4312 STATE ROUTE 13	PULASKI	NY	13142	DIRECTOR	3.00	$0	$0	$0
MEGAN LUTON
3540 MAYKES ROAD	NEDROW	NY	13120	DIRECTOR	3.00	$0	$0	$0
TARA FITZGIBBONS
85 EAST MOHAWK STREET	OSWEGO	NY	13126	CHAIR	3.00	$0	$0	$0
FLORIS PALMER-NINO
701 FIRST STREET	LIVERPOOL	NY	13088	DIRECTOR	3.00	$0	$0	$0
ED ALBERTS
1428 RIVERBEND DRIVE	BALDWINSVILLE	NY	13027	VICE CHAIR	3.00	$0	$0	$0
DR MICHEAL STEPHENS
4 PRIMPROSE PATH	OSWEGO	NY	13126	DIRECTOR	3.00	$0	$0	$0
LINDA EAGAN
1477 COUNTY ROUTE 9	FULTON	NY	13069	DIRECTOR	3.00	$0	$0	$0
NEELESH SHAH
2992 STATE ROUTE 48	OSWEGO	NY	13126	SECRETARY	3.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	CHENA TUCKER	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	351 EAST 9TH STREET	AddressLine1Txt
City	OSWEGO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13126	ZIPCd

Field	Value	IRS element (for citing)
Title	EXECUTIVE DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$102,960	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$36,316,919	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$435,115	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$36,752,034	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$36,752,034	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$551,281	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$36,200,753	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,810,038	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,810,038	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$30,271	TaxBasedOnInvestmentIncomeAmt
Total Tax	$30,271	TotalTaxAmt
Distributable Before Adj	$1,779,767	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,779,767	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,779,767	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,263,867	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$607,611	CharitableAssetsAcquisPaidAmt
Qualifying Distributions	$1,871,478	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,779,767	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$698,766	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$529,374	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$442,300	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$163,481	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$4,820	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,838,741	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,871,478	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,779,767	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$91,711	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,930,452	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$698,766	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,231,686	ExcessDistriCyovToNextYrAmt
Excess From Year4	$529,374	ExcessFromYear4Amt
Excess From Year3	$442,300	ExcessFromYear3Amt
Excess From Year2	$163,481	ExcessFromYear2Amt
Excess From Year1	$4,820	ExcessFromYear1Amt
Excess From Current Year	$91,711	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	CHENA TUCKER	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	121 EAST 1ST STREET	AddressLine1Txt
City	OSWEGO	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	13126	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3152166644	RecipientPhoneNum
Recipient Email Address	INFO@SHINEMANFOUNDATION.ORG	RecipientEmailAddressTxt
Form And Info And Materials	AVAILABLE @ WWW.SHINEMANFOUNDATION.ORG	FormAndInfoAndMaterialsTxt
Submission Deadlines	APPLICATIONS ARE ACCEPTED ON A ROLLING BASIS	SubmissionDeadlinesTxt
Restrictions On Awards	CENTRAL NEW YORK PUBLIC CHARITIES WITH IMPACT ON OSWEGO COUNTY, NY	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CITI BOCES (CLASSROOM CADS) #2101
224 HARRISON ST SUITE 603	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$30,000
ON POINT FOR COLLEGE #2102
57 SOUTH POLLARD DR	FULTON	NY	13069	PC	GENERAL OPERATING	$75,000
FULTON COMMUNITY B-BALL (SUMMER YOUTH PROGRAM)
4441 COUNTY ROUTE 4	OSWEGO	NY	13126	PC	GENERAL OPERATING	$50,000
DUNSMOOROSWEGOFULTON YMCA COLLAB
8151 EVERGREEN DRIVE	CORFU	NY	14036	PC	GENERAL OPERATING	$13,800
OSWEGO CITY SCHOOL DISTRICT
1 BUCCANEER BLVD	OSWEGO	NY	13126	PC	GENERAL OPERATING	$10,000
OSWEGO COUNTY OPPORTUNITIES
239 ONEIDA ST	FULTON	NY	13069	PC	GENERAL OPERATING	$35,000
MUSEUM OF SCIENCE & TECHNOLOGY
500 S FRANKLIN STREET	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$42,804
FULTON CITY SCHOOL DISTRICT
167 SOUTH 4TH STREET	FULTON	NY	13069	PC	GENERAL OPERATING	$10,000
CAC FOUNDATION INC
163 SOUTH 1ST STREET	FULTON	NY	13069	PC	GENERAL OPERATING	$29,471
SYRACUSE ORCHESTRA (YEAR 3 OF 3)
709 JAMES STREET	SYRACUSE	NY	13203	PC	GENERAL OPERATING	$20,134
ERIE CANAL MUSEUM
318 ERIE BLVD	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$7,500
OSWEGO HEALTH (2-YEAR PLEDGE)
110 WEST 6TH STREET	OSWEGO	NY	13126	PC	GENERAL OPERATING	$150,000
CENTERSTATE CEO FULTON BLOCK BUILDERS (YEAR 5 OF 5)
115 WEST FAYETTE ST	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$100,000
CENTERSTATE CEO OSWEGO RENAISSANCE ASSOC (YEAR 5 OF 5)
115 WEST FAYETTE ST	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$100,000
MEXICO FOOD PANTRY
5863 SCENIC AVE	MEXICO	NY	13114	PC	GENERAL OPERATING	$2,500
HISCOCK LEGAL AID
351 SOUTH WARREN ST	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$2,500
SHAKESPEARE IN THE PARK
350 W FAYETTE ST	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$2,400
OPERATION NORTHERN COMFORT
6200 PALISADES DRIVE	CICERO	NY	13039	PC	GENERAL OPERATING	$2,500
FCSD2028&2029 (REVITALIZATION CLASS PROJECTS)
167 SOUTH 4TH STREET	FULTON	NY	13069	PC	GENERAL OPERATING	$8,500
RESTORE CNY (COMMUNITY CONNECTIONS PROGRAM)
5869 LADD ROAD	BREWERTON	NY	13029	PC	GENERAL OPERATING	$3,000
CAC (MONIQUE BURR EDUCATION PROGRAM)
163 SOUTH 1ST STREET	FULTON	NY	13069	PC	GENERAL OPERATING	$5,220
OSWEGO COUNTY FAIR (ENRICHMENT)
291 ELLISBURG ST	SANDY CREEK	NY	13145	PC	GENERAL OPERATING	$5,498
SLEEP IN HEAVENLY PEACE-NY-SYR (MULTI 2500X3YEARS)
669 QUINN ROAD 42	POCATELLO	ID	83202	PC	GENERAL OPERATING	$2,500
DESENS HOUSE
264 WEST 2ND ST	OSWEGO	NY	13126	PC	GENERAL OPERATING	$5,000
SALVATION ARMY-OSWEGO
73 WEST 2ND ST	OSWEGO	NY	13126	PC	GENERAL OPERATING	$5,000
BRAYHOPE FARM
137 BANKRUPT RD	PHOENIX	NY	13135	PC	GENERAL OPERATING	$5,000
HOSPICE OF CNY
990 7TH NORTH ST	LIVERPOOL	NY	13088	PC	GENERAL OPERATING	$5,000
THE SYRACUSE ORCHESTRA
709 JAMES ST	SYRACUSE	NY	13203	PC	GENERAL OPERATING	$10,000
MEXICO FOOD PANTRY
5863 SCENIC AVE	MEXICO	NY	13114	PC	GENERAL OPERATING	$4,862
SYRACUSE CITY BALLET
PO BOX 12198	SYRACUSE	NY	13218	PC	GENERAL OPERATING	$5,000
OPERATION NORTHERN COMFORT (MULTI 5000X2 YEARS)
6200 PALISADES DRIVE	CICERO	NY	13039	PC	GENERAL OPERATING	$5,000
RFARTSWEGO
105 MAHAR HALL SUNY OSWEGO	OSWEGO	NY	13126	PC	GENERAL OPERATING	$5,000
FULTON BETTERMENT CORP
125 W BROADWAY	FULTON	NY	13069	PC	GENERAL OPERATING	$3,200
SALMON RIVER FINE ARTS (MULTI 5000X5 YEARS)
4848 N JEFFERSON ST	PULASKI	NY	13142	PC	GENERAL OPERATING	$5,000
OSWEGO INDUSTRIES
7 MORRILL PLACE	FULTON	NY	13069	PC	GENERAL OPERATING	$5,000
OSWEGO COUNTY CHILDREN'S FUND INC
PO BOX 951	OSWEGO	NY	13126	PC	GENERAL OPERATING	$2,500
FULTON GAUCHOS COLORGUARD
PO BOX 6	FULTON	NY	13069	PC	GENERAL OPERATING	$10,000
HASTINGS MALLORY ELEM SCHOOL
93 BARKER RD	HASTINGS	NY	13036	PC	GENERAL OPERATING	$7,500
CITI BOCES (INCLUSIVE PLAY LENDING LIBRARY)
179 COUNTY ROUTE 64	MEXICO	NY	13114	PC	GENERAL OPERATING	$5,000
CNY LYME & DISEASE ALLIANCE
131 WEST SENECA ST BOX 9	MANLIUS	NY	13104	PC	GENERAL OPERATING	$10,000
FULTON GIRLS LACROSSE
62 ASPEN COVE LN	FULTON	NY	13069	PC	GENERAL OPERATING	$5,700
LONGHOUSE COUNCIL SCOUTING AMERICA
2803 BREWERTON RD	SYRACUSE	NY	13211	PC	GENERAL OPERATING	$1,257
CNY ARTS INC
JOHN H MULROY CIVIC CENTER	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$2,500
ALL SAINTS EPISCOPAL CHURCH
153 SOUTH FIRST ST	FULTON	NY	13069	PC	GENERAL OPERATING	$2,450
RESTORE CNY INC
5869 LADD ROAD	BREWERTON	NY	13029	PC	GENERAL OPERATING	$2,500
GRACE & GLORY MINISTRIES (CAMP FOUNDATIONS)
274 SYRACUSE AVE	OSWEGO	NY	13126	PC	GENERAL OPERATING	$1,500
CHURCH OF THE RESURRECTION
120 WEST 5TH STREET	OSWEGO	NY	13126	PC	GENERAL OPERATING	$1,000
PRESERVATION REVITALIZATION OF PULASKI INC
PO BOX 227	PULASKI	NY	13142	PC	GENERAL OPERATING	$2,325
MAKE-A-WISH CENTRAL NEW YORK
5005 CAMPUSWOOD DRIVE	EAST SYRACUSE	NY	13057	PC	GENERAL OPERATING	$1,000
OSWEGO CITY SCHOOL DISTRICT
1 BUCCANEER BLVD	OSWEGO	NY	13126	PC	GENERAL OPERATING	$2,500
STATE STREET UMC
357 STATE STREET	FULTON	NY	13069	PC	GENERAL OPERATING	$1,200
ART ASSOCIATION OF OSWEGO
PO BOX 271	OSWEGO	NY	13126	PC	GENERAL OPERATING	$1,000
LONGHOUSE COUNCIL
2803 BREWERTON RD	SYRACUSE	NY	13211	PC	GENERAL OPERATING	$2,500
RESTORE CNY INC
5869 LADD ROAD	BREWERTON	NY	13029	PC	GENERAL OPERATING	$2,400
CENTRAL SQUARE SCHOOL DISTRICT - VARSITY SOFTBALL
44 SCHOOL DRIVE	CENTRAL SQUARE	NY	13036	PC	GENERAL OPERATING	$2,000
AINSWORTH MEMORIAL LIBRARY
PO BOX 69	SANDY CREEK	NY	13145	PC	DIRECTOR DISCRETIONARY GRANT	$500
ALL SAINTS EPISCOPAL CHURCH
153 SOUTH FIRST STREET	FULTON	NY	13069	PC	OUTREACH & FOUNDATION GRANT	$600
AMBOY CENTER FOOD PANTRY
1 NY 183	WILLIAMSTOWN	NY	13493	PC	COMMUNITY OUTREACH SURVEY	$100
BELIEVERS CHAPEL FULTON
614 SOUTH FOURTH STREET	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
BETH LYNN HOEY
2915 SEVIER RD	MARIETTA	NY	13110	PC	CAPACITY BUILDING MINI-GRANT	$450
BLAME IT ON THE BLAINE PRODUCTIONS
1232 JAMES STREET	SYRACUSE	NY	13202	PC	CAPACITY BUILDING MINI-GRANT	$350
BOSTON UNIVERSITY SCHOOL OF MEDICINE
72 E CONCORD ST K-503	BOSTON	MA	02118	PC	DIRECTOR DISCRETIONARY GRANT	$500
BOWENS CORNERS UMC
758 STATE ROUTE 176	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
CAC FOUNDATION INC
163 S FIRST STREET	FULTON	NY	13069	PC	DIRECTOR DISCRETIONARY GRANT	$1,000
CATHOLIC CHARITIES OF OSWEGO COUNTY
808 W BROADWAY	FULTON	NY	13069	PC	FOUNDATION DIRECTOR GRANT	$1,100
CENTRAL NY COMMUNITY FOUNDATION
431 E FAYETTE ST STE 100	SYRACUSE	NY	13202	PC	FOUNDATION DIRECTOR GRANT	$2,500
CHILDREN'S MUSEUM OF OSWEGO
7 WEST BRIDGE ST	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,000
CITI BOCES
179 COUNTY ROUTE 64	MEXICO	NY	13114	PC	DISCRETIONARY & MIGRANT ED	$3,500
CLEAR BLUE ASSOCIATES LLC
400 CENTRAL PARK WEST 4W	NEW YORK	NY	10025	PC	CAPACITY BUILDING SESSIONS	$8,500
CONNEXTCARE
61 DELANO STREET	PULASKI	NY	13142	PC	DIRECTOR DISCRETIONARY GRANT	$1,500
DAVID'S REFUGE
5800 HERITAGE LANDING DR E	SYRACUSE	NY	13057	PC	DIRECTOR DISCRETIONARY GRANT	$1,500
DESENS HOUSE THE
264 WEST 2ND ST	OSWEGO	NY	13126	PC	ANNUAL GIVING CAMPAIGN	$500
DEXTERVILLE COMMUNITY SERVICES
9 RATHBURN ROAD	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
DIVINE MERCY PARISH
592 SOUTH MAIN STREET	CENTRAL SQUARE	NY	13036	PC	COMMUNITY OUTREACH SURVEY	$100
FIRST UNITED CHURCH OF FULTON
33 SOUTH THIRD STREET	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
FIRST UNITED METHODIST CHURCH
1408 STATE ROUTE 176	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
FOOD BANK OF CENTRAL NEW YORK
7066 INTERSTATE ISLAND ROAD	SYRACUSE	NY	13209	PC	DIRECTOR DISCRETIONARY GRANT	$2,000
FRIENDS OF OSWEGO COUNTY HOSPICE
PO BOX 10244	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$500
FULTON BETTERMENT CORPORATION
690 BROADWAY	FULTON	NY	13069	PC	SPECIAL EVENTS GRANT	$500
FULTON CHURCH OF NAZARENE
914 UTICA STREET	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
FULTON CITY SCHOOL DISTRICT
129 CURTIS STREET	FULTON	NY	13069	PC	FOUNDATION DIRECTOR GRANT	$500
FULTON SALVATION ARMY
62 SOUTH FIRST STREET	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
GARRETT DUNSMOOR MEMORIAL FDN
4441 COUNTY ROUTE 4	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,500
GINNY BIESIADA LLC
5315 BUNKER HILL WAY	SYRACUSE	NY	13207	PC	CAPACITY BUILDING SESSIONS	$1,400
G RAY BODLEY BAND DEPARTMENT
6 WILLIAM GILLARD DRIVE	FULTON	NY	13069	PC	FOUNDATION DIRECTOR GRANT	$1,500
HANNIBAL FREE LIBRARY
162 OSWEGO ST	HANNIBAL	NY	13074	PC	DIRECTOR DISCRETIONARY GRANT	$500
HANNIBAL RESOURCE CENTER
923 CAYUGA STREET	HANNIBAL	NY	13074	PC	DIRECTOR DISCRETIONARY GRANT	$500
HELPING HOUNDS DOG RESCUE INC
7268 CASWELL STREET	NORTH SYRACUSE	NY	13212	PC	DIRECTOR DISCRETIONARY GRANT	$700
HOLY TRINITY PARISH
309 BUFFALO STREET	FULTON	NY	13069	PC	COMMUNITY OUTREACH SURVEY	$100
HUMAN CONCERNS INC
75 EAST 2ND STREET	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$3,100
INT'L PEMPHIGUS FOUNDATION
915 HIGHLAND POINTE DR	ROSEVILLE	CA	95678	PC	DIRECTOR DISCRETIONARY GRANT	$300
JEN LIDDY COACHING & DEVELOPMENT
308 SUMMIT AVENUE	SYRACUSE	NY	13207	PC	CAPACITY BUILDING SESSIONS	$788
LIVERPOOL PUBLIC LIBRARY
310 TULIP STREET	LIVERPOOL	NY	13088	PC	DIRECTOR DISCRETIONARY GRANT	$200
MEXICO CITY SCHOOL DISTRICT
16 FRAVOR ROAD	MEXICO	NY	13114	PC	DIRECTOR DISCRETIONARY GRANT	$250
MEXICO FOOD PANTRY
5863 SCENIC AVE	MEXICO	NY	13114	PC	OUTREACH & DISCRETIONARY	$1,100
MEXICO PUBLIC LIBRARY
PO BOX 479	MEXICO	NY	13114	PC	DIRECTOR DISCRETIONARY GRANT	$500
MINETTO UNITED METHODIST CHURCH
2433 COUNTY ROUTE 8	OSWEGO	NY	13126	PC	COMMUNITY OUTREACH SURVEY	$100
NORTH SHORE FOOD PANTRY INC
PO BOX 165	CLEVELAND	NY	13042	PC	OUTREACH & DISCRETIONARY	$1,100
OPERATION OSWEGO COUNTY FDN
44 W BRIDGE ST	OSWEGO	NY	13126	PC	FOUNDATION DIRECTOR GRANT	$2,500
OSWEGO CITY SCHOOL DISTRICT
1 BUCCANEER DRIVE	OSWEGO	NY	13126	PC	OUTREACH & FOUNDATION GRANT	$500
OSWEGO COMMUNITY YOUTH ORCHESTRA
10 PERRY HILL ROAD	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$750
OSWEGO COUNTY CHILDREN'S FUND
PO BOX 951	OSWEGO	NY	13126	PC	CHRISTMAS GIVEAWAY	$300
OSWEGO COUNTY HISTORICAL SOCIETY
135 EAST 3RD STREET	OSWEGO	NY	13126	PC	ANNUAL GIVING CAMPAIGN	$250
OSWEGO COUNTY OPPORTUNITIES INC
239 ONEIDA STREET	FULTON	NY	13069	PC	DIRECTOR DISCRETIONARY GRANT	$500
OSWEGO DRAGON BOAT CLUB
44 E BRIDGE STREET	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,500
OSWEGO HEALTH FOUNDATION
110 WEST SIXTH STREET	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,500
OSWEGO LAKER SWIM CLUB
PO BOX 5311	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$500
PARISH ECUMENICAL
814 RIDER STREET	PARISH	NY	13131	PC	OUTREACH & DISCRETIONARY	$600
PARISH LIBRARY
3 CHURCH STREET	PARISH	NY	13131	PC	DIRECTOR DISCRETIONARY GRANT	$500
PATHFINDER VISA (VARIOUS)
PO BOX 30131	TAMPA	FL	33630	PC	FDN DIRECTOR & CAPACITY BLDG	$1,720
PAWS OF CNY INC
34 SOUTH VILLAGE DRIVE	CAZENOVIA	NY	13035	PC	DIRECTOR DISCRETIONARY GRANT	$2,500
PEACEFUL REMEDIES INC
EAST 2441 LAKE STREET	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$5,000
PHOENIX FIRST CONGREGATIONAL CHURCH
41 BRIDGE STREET	PHOENIX	NY	13135	PC	COMMUNITY OUTREACH SURVEY	$100
PULASKI COMMUNITY CUPBOARD
12 BRIDGE STREET	PULASKI	NY	13142	PC	COMMUNITY OUTREACH SURVEY	$100
PULASKI HISTORICAL SOCIETY
3428 MAPLE AVE	PULASKI	NY	13142	PC	DIRECTOR DISCRETIONARY GRANT	$500
QUILCO INC
8526 WHISPER RIDGE CIR	BALDWINSVILLE	NY	13027	PC	CAPACITY BUILDING SESSIONS	$1,794
READY2RECOVER CNY
131 W SENECA ST	MANLIUS	NY	13104	PC	DIRECTOR DISCRETIONARY GRANT	$2,500
REBECCA LLOYD
188 S THIRD STREET	FULTON	NY	13069	PC	MINDFUL MONDAYS OUTREACH	$700
REDFIELD FOOD PANTRY
8 SCHOOL ROAD	REDFIELD	NY	13437	PC	OUTREACH & DISCRETIONARY	$600
SALMON RIVER FINE ARTS CENTER
4848 NORTH JEFFERSON ST	PULASKI	NY	13142	PC	DIRECTOR DISCRETIONARY GRANT	$1,000
SANDY CREEKLACONA FOOD PANTRY
PO BOX 166	LACONA	NY	13083	PC	DIRECTOR DISCRETIONARY GRANT	$500
STATE STREET UMC
357 STATE STREET	FULTON	NY	13069	PC	HELPING HANDS PROJECT	$300
STILLWORK COACHING & CONSULTING
32 FOWLER LANE	MIDDLEFIELD	CT	06455	PC	CAPACITY BUILDING SESSIONS	$5,844
SUNY OSWEGO SHOP
3 PENFIELD LIBRARY	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$500
SUNY UPSTATE MEDICAL UNIVERSITY
750 EAST ADAMS STREET	SYRACUSE	NY	13210	PC	DIRECTOR DISCRETIONARY GRANT	$200
THE SALVATION ARMY
73 WEST 2ND STREET	OSWEGO	NY	13126	PC	COMMUNITY OUTREACH SURVEY	$100
TRINITY UNITED METHODIST CHURCH
45 EAST UTICA STREET	OSWEGO	NY	13126	PC	COMMUNITY OUTREACH SURVEY	$100
WALMART
702 SW 8TH ST	BENTONVILLE	AR	72716	PC	FOUNDATION DIRECTOR GRANT	$311
WILLIAMSTOWN LIBRARY
PO BOX 4	WILLIAMSTOWN	NY	13493	PC	DIRECTOR DISCRETIONARY GRANT	$500
WRVO PUBLIC MEDIA
7060 STATE ROUTE 104	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,500
WTHOCEF
PO BOX 3124	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,000
YMCA OSWEGO
265 WEST 1ST STREET	OSWEGO	NY	13126	PC	DIRECTOR DISCRETIONARY GRANT	$1,000
PATRICIA WEISSE
3805 JORDAN ROAD	SKANEATELES	NY	13152	PC	CAPA	$5,250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$922,778	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CENTERSTATE CEO - FULTON BLOCK BUILDERS
115 W FAYETTE STREET	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$500,000
OSWEGO RENNAISSANCE ASSOCIATION
115 W FAYETTE STREET	SYRACUSE	NY	13202	PC	GENERAL OPERATING	$500,000
SYRACUSE ORCHESTRA
709 JAMES STREET	SYRACUSE	NY	13203	PC	GENERAL OPERATING	$74,181
SLEEP IN HEAVENLY PEACE
519 BROWN AVE	SYRACUSE	NY	13208	PC	GENERAL OPERATING	$5,000
SALMON RIVER FINE ARTS
4848 JEFFERSON STREET	PULASKI	NY	13142	PC	GENERAL OPERATING	$20,000
OPERATION NORTHERN COMFORT
6200 PALISADES DRIVE	CICERO	NY	13039	PC	GENERAL OPERATING	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$1,104,181	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$871,827	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,493,667	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Exclusion	01	ExclusionCd
Exclusion	$261	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$2,365,755	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,365,755	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING / BOOKKEEPING	CategoryTxt
Amt	$22,275	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$22,275	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ISHARES IBOXX $	$1,003,280	$1,003,280
JP MORGAN EXCHANGE ETF	$1,569	$1,569
VANGUARD SHORT TERM BOND	$1,191,607	$1,191,607
VANGUARD MORTGAGE-BACKED	$1,174,081	$1,174,081

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GLOBAL X FUNDS GLOBAL X	$206,076	$206,076
INVESCO QQQ TR SER 1	$192,279	$192,279
ISHARES CORE S&P 500 ETF	$4,221,285	$4,221,285
TECHNOLOGY SELECT	$197,238	$197,238
VANGUARD SMALL CAP VALUE	$1,703,851	$1,703,851
VANGUARD SMALL CAP	$1,722,027	$1,722,027
VANGUARD VALUE ETF	$5,483,132	$5,483,132
VANGUARD GROWTH ETF	$6,182,162	$6,182,162
VANGUARD FTSE EMERGING	$1,699,730	$1,699,730
VANGUARD INDEX FDS	$729,951	$729,951
VANGUARD MID-CAP VAL IDX	$491,315	$491,315
VANGUARD FTSE DEVELOPED	$4,713,486	$4,713,486
FIRST TR NASDAQ	$126,324	$126,324
GLOBAL X FDS GLOBAL X	$228,061	$228,061
GLOBAL X FUNDS GLBL X	$116,368	$116,368
VIRTUS REAVES UTILITIES	$169,032	$169,032

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$6,247,204	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$6,247,204	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BX STRATEGIC PARTNERS SECONDARIES IX FUND	FMV	$876,448	$876,448
KKR NORTH AMERICA BUYOUT ACCESS FUND XIII	FMV	$796,011	$796,011
CARLYLE ALPINVEST	FMV	$1,152,362	$1,152,362
SLP VII TECHNOLOGY	FMV	$356,364	$356,364

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (6 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
OFFICE FURNITURE	$5,612	$4,101	$1,511	$1,511
SOFTWARE	$7,428	$7,428	$0
HP LAPTOP	$1,688	$1,688	$0
LAND	$909,148	$0	$909,148	$909,148
MICROSOFT SURFACE	$1,500	$700	$800	$800
BUILDING	$507,611	$3,254	$504,357	$504,357

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$3,739	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$3,739	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PREPAIDS	$10,441	$11,453	$11,453
FEDERAL EXCISE TAX RECEIVABLE	$0	$939	$939

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING	$4,101	$0	$0	$4,101
MISCELLANEOUS	$6,260	$0	$0	$6,260
OFFICE EXPENSE	$22,328	$0	$0	$17,378
INSURANCE EXPENSE	$1,183	$0	$0	$1,183
DUES & SUBSCRIPTIONS	$3,697	$0	$0	$3,697
PROFESSIONAL DEVELOPMENT	$21,176	$0	$0	$21,176
SPONSORSHIPS	$19,655	$0	$0	$19,655

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Revenue And Expenses Per Books	$261	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$261	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN ON INVESTMENTS	Desc
Amt	$3,463,018	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt
DEFERRED FEDERAL EXCISE TAX PAYABLE	$139,100	$187,200
FEDERAL EXCISE TAXES PAYABLE	$13,701	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES	$138,358	$138,358	$0	$0
CONSULTING	$3,310	$0	$0	$3,310

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$10,636	$0	$0	$10,636
EXCISE TAX	$93,777	$0	$0	$0
REAL ESTATE TAXES	$1,375	$0	$0	$1,375
TAXES WITHHELD ON INVESTMENTS	$15,052	$15,052	$0	$0